HDFC Large and Mid Cap Fund - Growth Option

2
Large and Mid Cap NAV 208.3430 0 26 May, 2023

Fund Details

Category Large and Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 18 February, 1994
Benchmark NIFTY Large Midcap 250 Index
Asset Size(Cr) 8056.74 (As on 31-03-2023)
Turn over 9.01%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 0
Exit Load 1% for redemption within 365 days
Expense Ratio 2.09% (As on 31-01-2023)
Fund Manager Gopal Agrawal, Priya Ranjan

Investment Returns (As on 26 May, 2023)

Duration Returns Benchmark Category
1 W 2.39% 1.58% 2.01%
1 M 5.52% 4.02% 4.3%
3 M 3.23% 1.44% 2.46%
6 M 1.64% 0.35% -0.5%
1 Y 9.54% 7.25% 6.48%
2 Y 17.5% 12.49% 12.7%
3 Y 30.14% 23.79% 25.31%
5 Y 13.36% 12.46% 10.92%

Risk Mesasures (As on 26 May, 2023)

Std Dev Sharpe Beta Alpha
Fund 16.48 1.44 4.39 1
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 0.65%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HDFC Large and Mid Cap Fund - Growth Option 9.54% 30.14% 13.36%
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 3.01% 25.55% 14.05%
DSP Equity Opportunities Fund-Regular Plan - Growth 7.86% 23.86% 10.68%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth -2.49% 20.75% 7.36%

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